Company Policy & Procedures Manual

 

1. Mission Statement
Luxuryy Tax Solutions LLC is committed to providing accurate, ethical, and confidential tax preparation and financial services. Our mission is to deliver high-quality, client-centered service with professionalism, integrity, and excellence.

2. Core Values
Integrity – We follow all IRS and federal/state regulations.
Confidentiality – Client information is protected at all times.
Accuracy – Every return is reviewed for compliance and correctness.
Professionalism – We maintain respectful and timely communication. 
Accountability – We take responsibility for our work and service standards.

3. Compliance & Legal Standards
Luxuryy Tax Solutions LLC complies with all regulations set forth by the:
Internal Revenue Service
U.S. Department of the Treasury
Applicable state tax authorities
All preparers must maintain active PTIN registration and adhere to federal due diligence requirements.

 4. Client Confidentiality Policy
Client data is stored securely using encrypted software.
No client information is shared without written consent.
Paper files (if used) are kept in locked storage.
Electronic records are password-protected.
We follow IRS Publication 4557 data security guidelines.

5. Client Service Standards
Clients must complete an intake form before services begin.
Required documents must be submitted before preparation starts.
Returns are reviewed prior to filing.
Estimated turnaround time: 3–7 business days (depending on complexity).
Communication response time: Within 24–48 business hours.

6. Payment & Fees Policy
Service fees are based on return complexity.
Payment is due before e-filing unless otherwise agreed in writing.
No refunds after a return has been filed.
Amendments and audit assistance are billed separately.

7. E-File & Signature Policy
Clients must sign Form 8879 before electronic filing.
No return will be transmitted without signed authorization.
Clients are responsible for reviewing their return before approval.

 8. Record Retention Policy
Client tax records are retained for a minimum of 3 years.
Clients are encouraged to maintain their own copies for 7 years.

 9. Conflict of Interest Policy
Luxuryy Tax Solutions LLC will not prepare returns where a conflict of interest compromises ethical standards or compliance.

 10. Code of Ethics
No fraudulent filings.
No intentional misrepresentation of income or deductions.
Due diligence required for credits (EITC, CTC, etc.).
All actions must comply with federal and state law.